Business Succession Planning

One of the greatest threats to the long-term viability of a business is the lack of a formal, well-conceived succession plan. What happens if one of your partners dies or becomes disabled? How do you properly plan when one of your children is working with you and your other children seek opportunities elsewhere?

As a third-generation business itself, Klazmer Financial Group is well placed to assist you.

As an entrepreneur and business owner, you have worked long and hard to create a successful business. We can help you to safeguard that success by developing a sound succession plan designed to ensure the orderly transfer of your business interests at an appropriate value, so that your family is provided for and your business can pass smoothly to the next generation.

Other Services

Estate Planning Strategies

Helping you to ensure that your legacy is protected and that your goals are met.

Insurance

Identifying which carriers, products and services are right for you, your family and your business.

Retirement Planning

Helping you accumulate, manage and distribute the assets you'll need to retire.

Impaired Risk Underwriting

Navigating the insurance underwriting process to identify the right carrier and lowest possible premium.

Insurance Policy Reviews

Analyzing your current policies to assess performance and determine whether they continue to meet your needs.

Contact Us

Flexible appointments and personalized planning.

Or call — (215) 885-4555

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Offering Creative Solutions for Over 65 Years

40 Monument Road

Suite 100

Bala Cynwyd, PA 19004